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AARP Free Tax-Aide, United Way and North Bay Enrolled Agents offer FREE Tax Help


AARP Free Tax-Aide, United Way and North Bay Enrolled Agents offer FREE Tax Help

Each year AARP Tax-Aide, United Way VITA, and North Bay Chapter of the California Society of Enrolled Agents (CSEA) provide free income tax preparation and electronic filing for Sonoma County residents. AARP Tax-Aide focuses on those over 60 years old, and low and moderate income individuals, but has no age or income limits. VITA focuses on families, and does have a household income maximum of $53,000. Enrolled Agents have no income limits for their service but do not offer tax preparation, only advice.

AARP Tax-Aide is open primarily during working hours (because it's aimed at those who have retired); VITA is open primarily during evenings and weekends (because it's aimed at working adults). Enrolled Agents is only on February 7th - see below.

February 7 ~ North Bay Chapter of the California Society of Enrolled Agents (CSEA).  In order to help make filing their taxes a little more tolerable, the California Society of Enrolled Agents has organized a volunteer event where Enrolled Agents meet with the public and answer their tax questions for FREE. Our volunteers can answer questions about the tax implications of the Affordable Care Act, going to college, buying a house, getting married, retirement planning, business deductions, rental property deductions and much more. Enrolled Agents will not charge for answering questions on this day and will not prepare any returns, nor will they provide any written advice or bill anyone.

Enrolled Agents are tax professionals who are licensed by the federal government to represent taxpayers and assist them with tax planning and the preparation of tax returns. Enrolled Agents, along with CPAs and attorneys, have unlimited rights to represent taxpayers before the IRS. Unlike CPAs or attorneys, Enrolled Agents specialize in taxation itself. With the constant changes affecting the tax codes in California, it is imperative to use a tax professional who specializes in taxes. 10:00 a.m. - 2:00 p.m. Finley Community Center, 2060 W. College Ave., Santa Rosa

AARP Tax-Aide: Tax Help & Free Electronic Filing

AARP’s Tax-Aide program of free tax preparation and electronic filing of 2014 tax returnsis available as of February 2nd at 15 local sites, two in Napa County and the rest in Sonoma County, from Sebastopol to the city of Sonoma, and from Cloverdale to Petaluma.

Tax-Aide is the nation’s largest free, volunteer-run tax counseling service for middle and low income taxpayers, with special attention to those age 60 and older, focusing on low and middle income households. Tax-Aide is administered by the AARP Foundation in cooperation with the IRS and California’s Franchise Tax Board.

More information, call 211, 888-227-7669, or go online at

No appointment is needed at most sites.

What people should bring with them:

• Proof of identification for the tax filer (if married, both must be present, with IDs)

• A copy of last year’s tax return (not mandatory, but very, very helpful)

• All 2014 tax forms: W-2s; 1099s; 1095-A, etc.

• Property tax statement(s), if homeowner, and mortgage interest statement(s), if applicable

• Social Security cards or Individual Taxpayer Identification notices/cards for everyone on the tax return (if unavailable, there may be work-arounds)

• Documentation for charitable donations and medical and dental bills (only if considering doing itemized deductions)

• A check, or bank card showing a bank routing code and bank account number 

plus a book or something else to do, in case there’s a wait.

Cloverdale Regional Library, 401 N Cloverdale Blvd. - Feb 4- Apr 15, Wed 4:30 - 6:30 pm (707) 894-5271 
Cloverdale Senior Center, 311 N Main St. - Feb 5 - Apr 19, Thurs 11am – 1:30pm (707) 894-4826

Healdsburg Sonoma County Library, 139 Piper St, Feb  4- Apr 15, Weds 10 am- 3 pm (707) 433-3772

Petaluma Community Center, 320 N McDowell Blvd., Petaluma - Feb 2 – Apr 15,  Mon 9am – 2pm (707) 778-4380

Rohnert Park Senior Center, 6800 Hunter Dr., Feb6 – Apr 10,  Fri  9 am - 1pm (707) 585-6780

Franklin Park Clubhouse, 2095 Franklin Ave , Feb 2 - Apr 15, Mon - Thurs 9am – 3pm (707) 490-4025 
First United Methodist Church -  Stony Point Campus, 2150 Giffen Ave, Feb 5 – Apr 9, Thurs 9am - 2pm (707) 490-4025 
Oakmont Village, 6633 Oakmont Dr. Rm D/G, Feb 2 – Apr 15, Mon & Wed 9am – 3pm (707) 539-1611
Spring Lake Village, 5555 Montgomery Dr., Feb 3 – Apr 14, Tue 9 am – 2 pm (appointment only –  (707) 538-4851
Santa Rosa Rincon Valley Library, 6959 Montecito Blvd, Feb 6 – Apr 10 + Feb 3 – Mar 24, Fri 1 pm- 5pm and Tues  1pm – 5pm (707) 537-0162

Sebastopol Vet Bldg, 282 High St, Sebastopol, Feb 5 – Apr 12, Feb 5 - Apr 15 707-579-8429 

Vintage House Sonoma, 264 1st St East, Feb 2 – Apr 15, Mon & Weds 9am -12noon (707) 996-0311

Windsor Senior Center, 9231 Foxwood Dr, Feb 5 – Apr 9, Thurs 9am – 1pm (707) 838-1250


United Way: Earn It! Keep It! Save It! 

Now, more than ever, you deserve to keep your money, especially during tax season. Earn It! Keep It! Save It! (EKS) provides FREE, quality tax return preparation to individuals, families, and seniors.

In 2014, Earn It! Keep It! $ave It! helped 3,500+ individuals and families file their taxes for free! This brought $4.8 Million in tax refunds back to our community.

Get your taxes prepared for free by trained preparers. To qualify for FREE tax help and possible earned income tax and child care credits, your household income must be less than $53,000. Being a U.S. citizen is NOT a requirement.

Where and How to Schedule?

Sonoma County: Dial 2-1-1 or 800-325-9604

What to Bring? 

1. Photo ID for taxpayer and spouse

2. Original Social Security Cart or ITIN for each person on tax return

3. W-2 or 1099-MISC for all jobs held in 2014

4. All 1098’s, 1099’s, 1095-A’s and any other tax forms

5. Voided check or bank account and routing # for directed deposit refund

6. Last year’s tax return

7. Childcare provder information

8. Landlord’s name, address and phone for renter’s credit

In an effort to alleviate poverty, the tax sites ensure eligible taxpayers claim the Earned Income Tax Credit (EITC), one of the federal government’s largest resources for low-income residents. It reduces the amount of income tax low-to-moderate income families are required to pay, and provides a wage supplement to some families. According to the New America Foundation, thousands of Californians fail to claim EITC. Families and local economies suffer when these refunds go unclaimed. Earn It! Keep It! Save It! also offers some financial education and empowerment strategies to clients.